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UNIFYMonitor should cover CRM
David Parsonson (Platform and Automation Manager) 4 years ago
in Dashboard
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updated by Matthew Davis (Product Manager) 4 years ago •
1
UNIFYMonitor should create reports and alerts based on information from the CRM.
This should allow us to properly monitor leads, channels and opportunities to minimise any lost chances. Alerts could for example be created after a certain time period where no actions have been taken on a lead.
Answer
Customer support service by UserEcho
Added CRM as a potential stakeholder